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市場調查報告書
商品編碼
1778934
商業氫能市場-全球產業規模、佔有率、趨勢、機會和預測(按生產方式、分銷模式、應用、地區和競爭細分,2020-2030 年)Merchant Hydrogen Market - Global Industry Size, Share, Trends, Opportunity, and Forecast, Segmented By Production Method, By Distribution Mode, By Application, By Region, and By Competition, 2020-2030F |
2024 年全球商用氫市場價值為 275.1 億美元,預計到 2030 年將達到 443.7 億美元,預測期內複合年成長率為 8.13%。
市場概覽 | |
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預測期 | 2026-2030 |
2024年市場規模 | 275.1億美元 |
2030年市場規模 | 443.7億美元 |
2025-2030 年複合年成長率 | 8.13% |
成長最快的領域 | 瓦斯化 |
最大的市場 | 北美洲 |
隨著氫氣成為全球能源轉型的關鍵推動力,全球商用氫氣市場正經歷強勁成長。商用氫氣是指由供應商生產並銷售給最終用戶的氫氣,而非由消費者現場生產。石油精煉、化工、冶金、交通運輸和發電等各領域日益成長的需求正在推動市場向前發展。商用氫氣市場傳統上主要應用於煉油廠的氨生產和加氫裂解等工業製程,如今正迅速擴展到清潔能源和運輸領域。世界各國政府和私營部門正在投資氫氣作為清潔燃料替代品,以減少碳排放,這為灰氫(來自天然氣)和低碳氫化合物源(例如藍氫(透過碳捕獲)和綠氫(來自再生電解))創造了機會。
工業脫碳減量舉措
成本競爭力與生產經濟性
氫氣供應鏈的數位化和自動化
Global Merchant Hydrogen Market was valued at USD 27.51 Billion in 2024 and is expected to reach USD 44.37 Billion by 2030 with a CAGR of 8.13% during the forecast period.
Market Overview | |
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Forecast Period | 2026-2030 |
Market Size 2024 | USD 27.51 Billion |
Market Size 2030 | USD 44.37 Billion |
CAGR 2025-2030 | 8.13% |
Fastest Growing Segment | Coal Gasification |
Largest Market | North America |
The global Merchant Hydrogen Market is witnessing robust growth as hydrogen emerges as a key enabler of the global energy transition. Merchant hydrogen refers to hydrogen produced and sold by suppliers to end users, rather than being produced on-site by consumers. The increasing demand across various sectors-such as petroleum refining, chemicals, metallurgy, transportation, and power generation-is driving the market forward. Traditionally dominated by applications in industrial processes like ammonia production and hydrocracking in oil refineries, the merchant hydrogen market is now expanding rapidly into clean energy and mobility sectors. Governments and private stakeholders around the world are investing in hydrogen as a clean fuel alternative to reduce carbon emissions, creating opportunities for both grey hydrogen (from natural gas) and low-carbon hydrogen sources such as blue (with carbon capture) and green (from renewable electrolysis).
Key Market Drivers
Industrial Decarbonization and Emission Reduction Initiatives
One of the most critical drivers of the merchant hydrogen market is the global push toward decarbonizing industrial operations. Sectors such as oil refining, chemicals, metallurgy, and fertilizers account for over 90 million metric tons of annual hydrogen consumption, with over 70% derived from fossil fuels. The refining sector alone uses approximately 40 million metric tons of hydrogen annually, primarily for hydrocracking and desulfurization processes. Similarly, ammonia production consumes nearly 33 million metric tons, while methanol synthesis accounts for another 12 million metric tons. As hydrogen production is responsible for nearly 1.8% of global CO2 emissions-translating to about 915 million metric tons-industries are facing increasing pressure to transition toward cleaner sources.
Governments are tightening regulations on industrial carbon emissions, with carbon pricing mechanisms now active in over 45 countries. Some jurisdictions are enforcing a carbon cost of up to $100 per ton, making grey hydrogen economically less attractive. Merchant hydrogen suppliers are capitalizing on this shift by offering low-carbon or renewable hydrogen to industries unable to build their own production infrastructure. Furthermore, nearly 60% of Fortune 500 industrial firms have adopted net-zero targets, reinforcing demand for externally sourced clean hydrogen.
This transition is especially vital for hard-to-electrify sectors such as cement, steel, and chemical manufacturing. With more than 150 industrial decarbonization projects globally in development or execution stages, demand for off-site hydrogen procurement continues to climb. As a result, merchant hydrogen producers are increasingly integrating carbon capture and electrolyzer technologies to serve this evolving industrial customer base.
Key Market Challenges
Cost Competitiveness & Production Economics
A major challenge for merchant hydrogen players is achieving cost parity with conventional fuels and internally generated hydrogen. While electrolyzer prices have dropped, green hydrogen production still averages USD4-6/kg, compared to grey hydrogen's USD1-2/kg. Additional processing, compression, storage, and transportation costs add another USD0.50-1.00/kg, making merchant-delivered green hydrogen twice as expensive as onsite grey alternatives. High upfront capital expenses are a barrier: electrolyzer projects typically require USD800-1,200 per installed kW. Moreover, renewable power contracts remain volatile and location-dependent, with electricity pricing ranging from USD20/MWh in sunny regions to USD80/MWh elsewhere, directly impacting green hydrogen economics. Merchant suppliers must also factor in capital recovery, operating margins, and working capital, often doubling break-even thresholds. As a result, attracting traditional industrial and transport buyers requires bridging a cost gap of USD2-4/kg, through subsidies or premium pricing tied to decarbonization goals. Without sustained cost declines or supportive policy, merchant-sourced hydrogen may struggle to compete with onsite grey production.
Key Market Trends
Digitalization and Automation of Hydrogen Supply Chains
Digital technologies are increasingly being integrated into the hydrogen value chain to enhance safety, efficiency, and traceability. Merchant hydrogen providers are investing in IoT-enabled sensors, digital twins, blockchain-based tracking systems, and cloud platforms to monitor hydrogen purity, flow rates, pressure levels, and emissions in real time. These solutions improve supply chain transparency and reduce losses during transport and storage. For example, predictive analytics powered by AI helps optimize delivery routes for hydrogen tankers, reducing fuel consumption and operational costs by 10-15%. Additionally, blockchain-based platforms are being piloted to track the carbon intensity of hydrogen across production, logistics, and end-use, enabling suppliers to offer certified green hydrogen with immutable proof-of-origin. Automation is also being introduced in refueling stations and pipeline pressure management systems to ensure consistent delivery performance. As merchant hydrogen buyers demand high-purity grades and verified sustainability, digitalization becomes essential for maintaining customer trust and regulatory compliance. These technologies not only improve performance but also enable suppliers to differentiate their offerings in an increasingly competitive market.
In this report, the Global Merchant Hydrogen Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:
Company Profiles: Detailed analysis of the major companies present in the Global Merchant Hydrogen Market.
Global Merchant Hydrogen Market report with the given market data, TechSci Research offers customizations according to a company's specific needs. The following customization options are available for the report: